See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,109 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 185.26% | 74.59%+110.7pp | 66.58%+118.7pp | 220.34%-35.1pp |
| Employer contribution / active EE | $1,337 | $4,804-72.2% | $4,554-70.7% | $4,156-67.8% |
| Participant deferral / active EE | $13,925 | $8,216+69.5% | $7,897+76.3% | $6,407+117.3% |
| Admin fee / account holder | $61 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |